Goldstein Advisors, LLC ETFs

Goldstein Advisors, LLC

$689 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SNPE Dbx ETF Tr Xtrackers S&P 500 E	$0	$637 Million 0.09% of portfolio	11,959	Q4 2024 Added 2.86%
MUSI American Centy ETF Tr Multisec	$0	$560 Million 0.08% of portfolio	12,975	Q4 2024 Reduced 2.54%
FLQH Franklin Templeton Libertyq In	$0	$534 Million 0.08% of portfolio	17,779	Q4 2024 Reduced 36.03%
IVW Ishares S&P 500 Growth ETF	$0	$526 Million 0.08% of portfolio	5,184	Q4 2024 Reduced 7.36%
SCHX Schwab Strategic Tr Us Large C	$0	$480 Million 0.07% of portfolio	20,720	Q4 2024 Added 194.95%
VLUE Ishares Msci Usa Value Factor	$0	$466 Million 0.07% of portfolio	4,415	Q3 2024 Added 0.07%
AVDV American Centy ETF Tr Avantis	$0	$452 Million 0.07% of portfolio	6,949	Q4 2024 Added 21.19%
VTV Vanguard Value ETF	$0	$442 Million 0.06% of portfolio	2,612	Q4 2024 Reduced 14.84%
UITB Usaa ETF Tr Core Intermediate	$0	$428 Million 0.06% of portfolio	9,319	Q4 2024 Reduced 3.57%
IJJ Ishares S&P Midcap 400 Value E	$0	$427 Million 0.06% of portfolio	3,420	Q2 2023 Added 0.74%
EMQQ Emqq Emerging Markets Internet	$0	$427 Million 0.06% of portfolio	12,378	Q4 2024 Reduced 19.82%
SCHV Schwab Strategic Tr Us Large C	$0	$420 Million 0.06% of portfolio	16,115	Q4 2024 Added 177.84%
ICVT Ishares Tr Convertible Bond Et	$0	$365 Million 0.05% of portfolio	4,292	Q4 2024 Added 76.77%
DFUV Dimensional ETF Tr Us Marketwi	$0	$361 Million 0.05% of portfolio	8,819	Q4 2022 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$359 Million 0.05% of portfolio	19,420	Q4 2024 Added 104.1%
EFAV Ishares Msci Eafe Min Vol Fact	$0	$359 Million 0.05% of portfolio	5,078	Q4 2024 Added 2.23%
VWO Vanguard Ftse Emerging Mkts Et	$0	$344 Million 0.05% of portfolio	7,819	Q4 2024 Added 4.83%
RDVY First Trust Rising Dividend Ac	$0	$333 Million 0.05% of portfolio	5,636	Q4 2024 Reduced 3.81%
DSI Ishares Msci Kld 400 Social Et	$0	$333 Million 0.05% of portfolio	3,022	Q4 2024 Reduced 2.26%
IWY Ishares Tr Russell 200 Growth	$0	$333 Million 0.05% of portfolio	1,416	Q2 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$329 Million 0.05% of portfolio	5,932	Q4 2024 Added 51.48%
SCHM Schwab Strategic U.S. Mid Cap	$0	$321 Million 0.05% of portfolio	11,583	Q4 2024 Added 210.7%
POCT Innovator U.S. Equity Power Bu	$0	$314 Million 0.05% of portfolio	7,940	Q4 2024 Added 23.68%
VXUS Vanguard Star Fd Vanguard Tota	$0	$310 Million 0.05% of portfolio	5,263	Q4 2024 Added 7.96%
IUSG Ishares Core S&P U.S Growth Et	$0	$299 Million 0.04% of portfolio	2,146	Q4 2024 Added 1.13%
DFAT Dimensional ETF Tr U S Target	$0	$296 Million 0.04% of portfolio	5,310	Q4 2022 New
VGT Vanguard Information Technolog	$0	$290 Million 0.04% of portfolio	466	Q4 2024 Reduced 14.02%
VONV Vanguard Russell 1000 Value Et	$0	$264 Million 0.04% of portfolio	3,253	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$253 Million 0.04% of portfolio	3,886	Q4 2024 Reduced 4.24%
DFIV Dimensional ETF Tr	$0	$252 Million 0.04% of portfolio	7,116	Q4 2022 New
PWV Invesco Exchange Traded Fd Tr	$0	$251 Million 0.04% of portfolio	4,414	Q4 2024 Reduced 0.41%
XLU Utilities Sector Spdr	$0	$247 Million 0.04% of portfolio	3,261	Q1 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$234 Million 0.03% of portfolio	4,568	Q4 2024 Reduced 2.58%
SDY Spdr Series Tr Spdr S&P Divide	$0	$233 Million 0.03% of portfolio	1,765	Q4 2024 Added 0.28%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$229 Million 0.03% of portfolio	2,641	Q1 2024 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$228 Million 0.03% of portfolio	3,264	Q4 2024 Reduced 3.86%
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$228 Million 0.03% of portfolio	3,556	Q4 2024 Reduced 3.03%
EFG Msci Eafe Growth ETF	$0	$226 Million 0.03% of portfolio	2,332	Q4 2024 Reduced 10.86%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$217 Million 0.03% of portfolio	2,711	Q4 2024 Added 0.18%
MUNI Pimco ETF Tr Inter Mun Bd Acti	$0	$207 Million 0.03% of portfolio	3,999	Q4 2024 Added 2.59%

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